Financial Advice East Grinstead

Trusted Independent Advice for Professionals and Families Across Mid Sussex

East Grinstead combines countryside calm with London connectivity — ideal for professionals, growing families, and retirees who want balance. At True Advice Financial Services, we offer independent financial advice in East Grinstead to help you make confident, informed decisions about your home, retirement, and long-term security.

Our advisers work with clients across Ashurst Wood, Forest Row, Felbridge, and Dormansland, offering practical support on mortgages, pensions, investments, and protection planning. We bring city-level financial expertise to a community that values trust, relationships, and continuity.

Book a free consultation Call 01342 324 171 now

Local Financial Guidance that Fits Your Lifestyle

We understand what financial life looks like in and around East Grinstead:

Professionals commuting to London or Gatwick.

Families upgrading homes and planning for education costs.

Retirees focused on managing pensions and estate planning.

Entrepreneurs and consultants balancing income flexibility.

Our approach is always local, transparent, and tailored to your personal goals — not just financial products.

Our Financial Advice Services in East Grinstead

Expert financial guidance across mortgages, pensions, insurance, and investments — tailored to professionals and families across Mid Sussex.

Mortgage Advice East Grinstead

Get expert, whole-of-market mortgage advice to secure the right home loan for your needs — first-time, remortgage or buy-to-let.

Pension Advice East Grinstead

Our pension advice helps you consolidate pots, reduce fees, and plan confidently for a flexible, secure retirement income.

Insurance Advice East Grinstead

Protect your family and lifestyle with tailored insurance advice covering life, critical illness, income, and business protection.

Investment Advice East Grinstead

Build long-term wealth with strategic investment advice designed around your goals, values, and tolerance for risk.

Testimonials

What our clients are saying about us. Read more reviews on Google.

"After 40 successful years in business the Covid shutdown was sending us under the hooves of a very large horse. I knew after my first conversation with Ashley that I had gone to the right man. Never in business history has a financial matter been so smooth and painless."

John M.
★★★★★

"Excellent service and without True Advice’s knowledge and expertise I would not have resolved a tricky financial situation I was in. Would 100% recommend."

Nigel P.
★★★★★

Mortgage and Property Advice

The local housing market stretches from character homes near East Grinstead High Street to family properties around Ashurst Wood and Felbridge. Our mortgage advisers in East Grinstead help residents secure competitive, suitable lending across all life stages.

We can assist with:

First-time and family home purchases

Remortgages and product transfers

Contractor and professional income applications

Buy-to-let and portfolio mortgages

Example: A local consultant working part-time and self-employed secured a new family home through a tailored mortgage solution built around variable income.

Pension and Retirement Planning

Many East Grinstead residents have built pensions over diverse careers. Our pension advisers review, consolidate, and optimise your schemes to ensure you're on track for retirement — and protected from unnecessary fees.

We help with:

Pension tracing and consolidation

Drawdown and annuity comparisons

Tax-efficient pension contribution planning

Our goal is to turn uncertainty into clarity — giving you a predictable, flexible income for later life.

Investment and Wealth Advice

Our investment advisers in East Grinstead design portfolios that reflect your family's values and aspirations. We consider your stage of life, goals, and tolerance for risk — creating a plan that balances growth and security.

We support:

Long-term investing for education, property, or retirement

ISA and portfolio management

Ethical and sustainable investment strategies

We manage money with the same care you give to the things that matter most.

Local Insight: East Grinstead and the Surrounding Villages

Our advisers understand the area's pace and priorities — where long commutes meet family life and countryside living. We regularly meet clients across Forest Row, Ashurst Wood, and Dormans Park, either at our offices or through secure video meetings.

Local references include East Grinstead Station (Southern and Thameslink lines), A22 corridor, and Ashdown Forest, reflecting the lifestyle balance many clients seek — proximity, family focus, and space to grow.

Case Study – Balancing Family Life and Financial Growth

Client: 42-year-old professional couple living near Ashurst Wood, both commuting to London from East Grinstead Station.

Challenge: Managing two demanding careers, rising mortgage costs, and uncertainty over multiple workplace pensions from past employers.

Solution: After reviewing, we secured a lower-rate mortgage through a local lender, consolidated their pension pots, and established a clear investment plan for future growth.

Outcome: With simplified finances and reduced monthly costs, they now enjoy greater financial clarity and peace of mind living in East Grinstead.

East Grinstead Financial FAQs

Do you offer mortgage advice for self-employed professionals in East Grinstead?

Yes. We regularly help contractors, consultants, and freelancers across East Grinstead, Ashurst Wood, and Felbridge secure mortgages using accurate income assessments and tailored lender options.

Can you help track down and consolidate old pensions?

Absolutely. Many of our clients in East Grinstead, Forest Row, and Dormansland have multiple pension pots from different employers. We specialise in pension tracing, consolidation, and performance reviews to bring clarity and confidence to your retirement planning.

Do you offer in-person meetings?

Yes. We meet clients at our East Grinstead office on Morton Road, with convenient online appointments for those in nearby villages.

Can you advise on sustainable and ethical investments?

Yes. We create investment portfolios for clients in East Grinstead and its beautiful nearby areas that reflect personal values and community-minded priorities, all while keeping performance and risk in balance.

Do you help families plan for inheritance or school fees?

We do. Many families in East Grinstead, Felbridge, and Forest Row work with us to integrate education costs, estate planning, and inheritance goals into a comprehensive financial plan.

Regulatory Statements

Equity Release

Equity Release plans are not right for everyone. And it is important that you fully consider your options and receive independent financial advice before making a decision. It is also important that, if you do decide to use an equity release product, you choose one that meets your needs.

Remember that taking an equity release plan is generally a long term option. However, there are flexible plans available that may fit your varying needs and some will allow you to repay in the future without penalties.

Investments

All investments involve a degree of risk of some kind. This section describes some of the risks which could be relevant to the services we provide you. We may provide further risk information during the course of our services to you, as appropriate.

Our services relate to certain investments whose prices are dependant on fluctuations in the financial markets outside our control. Investments and the income from them may go down as well as up and you may get back less than the amount you invested. Past performance is not a guide to future performance.

Mortgages

YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE

Buy to Let Mortgages

Some Buy to Let Mortgages are not regulated by the FCA.

True Advice Financial Services is a trading style of TA and SE Hollom Ltd (FCA 461206) which is an Appointed Representative of New Leaf Distribution Ltd which is authorised and regulated by the Financial Conduct Authority : Number 460421.

Registered Office : New Leaf Distribution Limited, 165 - 167 High Street, Rayleigh, Essex, SS6 7QA.

Complaints Procedure

As an Appointed Representative of New Leaf Distribution Limited, we aim to provide you with a high standard of service. If you are unhappy with any aspect of our service, please let us know.

Email: complaints@newleafgroup.co.uk
Write to: New Leaf Distribution Ltd, 165 - 167 High Street, Rayleigh, Essex SS6 7QA
Call: 01702 431130

We will acknowledge your complaint promptly and aim to resolve it within 8 weeks.
If you remain dissatisfied, you have the right to refer your complaint to the Financial Ombudsman Service (FOS):

Website: www.financial-ombudsman.org.uk
Phone: 0800 023 4567
Address: Financial Ombudsman Service, Exchange Tower, London, E14 9SR